Hasan Kamal is a Financial Consultant currently working with Fidelity Investments since 2022. He has held various positions at Fidelity Investments since 2016, including Investment Consultant, Relationship Manager, Financial Representative, Investment Solution Representative, High Net Worth Representative, and Client Service Advocate. Prior to that, he worked as an Institutional Financial Representative at Charles Schwab from 2012 to 2016. Throughout his career, Hasan has focused on building long-term client relationships founded on transparency, honesty, and trust. He collaborates with a dedicated team of professionals to strengthen clients' financial well-being. Outside of his professional work, Hasan enjoys family activities, golf, caring for pets, and traveling.

Maria Gagne is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2017, following three years at Learnvest Planning. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

Jennifer Draheim is a financial advisor with OSAIC, holding Series 66 and Series 63 designations and bringing 26 years of industry experience. She has worked at OSAIC since 2022 and previously spent seven years with Advisor Group. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm utilizes a model-based investment process with emphasis on asset allocation, portfolio optimization, and risk management, supporting various strategies through affiliated broker-dealer and RIA relationships.

Jeffrey Beneteau is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at CUNA Brokerage Services, CUNA Mutual Group, and Massachusetts Mutual Life Insurance Company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Linda Reidenbach is a Series 66 licensed financial advisor with Thrivent Investment Management in Scottsdale, AZ, where she has worked since 2013 and with Thrivent Financial since 2014. She has 12 years of industry experience. Outside of her advisory role, Reidenbach serves as a board member of Childsplay, a nonprofit professional theatre company focused on educational programs for young audiences in Arizona. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses covering a range of financial planning topics, without discretionary trading authority, and allows clients to combine planning with managed-account programs under a consolidated billing option.

Sean Riley is a financial advisor with Ameriprise Financial Services who holds a Series 66 designation and has 28 years of industry experience. He has worked at Ameriprise since 2018, and prior to that, held positions at Wells Fargo Clearing and UBS Financial Services. Outside of his advisory work, Riley is an investor in a holding company for a patented product and in a partnership managing daily bakery deliveries for Dunkin Donuts franchisees. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement income planning through written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Andrew Peick is a financial advisor at Osaic with five years of industry experience. He holds a Series 66 designation and has worked at Osaic since 2021, previously spending three years at Advisor Group, Inc. Outside of finance, he was involved with Old World Pizza/Bryde for 18 years. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services focused on model-based asset allocation and portfolio optimization across various programs and investment strategies.

Logan Adam is a financial advisor at Equitable Advisors with one year of industry experience. He previously worked at LPL Financial LLC and JK Financial. Equitable Advisors serves individual clients—including both non‑high-net-worth and high-net-worth individuals—as well as pension plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs delivered through a broad network of Investment Adviser Representatives.

Stanley Brase is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and 65 licenses. He has 47 years of industry experience and has worked at firms including Voya Financial Advisors and Cetera Wealth Services. He also operates Stan Brase & Associates, an independent insurance agency specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party managers.

Cody Schrader is a financial advisor at Edward Jones in Glendale, AZ, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Rocket Companies for 13 years. Outside of his advisory role, he is co-founder of Zonader LLC, a golf retail business, and founder of Schrader Enterprises LLC, a publishing and ecommerce venture focused on children's and sports books. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including managed solutions and separately managed accounts, operating under a fiduciary standard with over $1 trillion in assets under management.

Collin Looman is a financial advisor with Thrivent Investment Management in Surprise, Arizona, holding Series 63 and Series 66 credentials and two years of industry experience. His work history includes roles at Thrivent Financial and prior involvement with Grand Canyon University and Summer House Lavender Farm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management.

Edward Churray is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 33 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory work, he serves as Vice President of the Sun City West Agriculture Club, a nonprofit organization, where he helps chair meetings, arrange activities, and serves as backup treasurer. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering various portfolio management and financial planning services, with over 10,000 advisors and more than $256 billion in assets under management.

Sergio Villalobos is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo, Cardinal IG, and service in the Arizona Army National Guard. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Kevin Hostert is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience, currently serving with LPL Financial since 2023. He previously worked at Kestra Advisory Services, LLC and KESTRA Investment Services, LLC from 2016 to 2023, and Aspen Wealth from 2014 to 2023. Outside of his advisory role, he is involved with Watermark Wealth Planning, providing estate and trust services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, asset management programs, and institutional platforms, utilizing a variety of investment strategies and tools across a large network of advisors.

Daysi Castillo is a financial advisor at Ameriprise with Series 63 and Series 66 credentials and three years of industry experience. Her prior work history includes roles at Cetera Advisors LLC, Wilde Wealth Management Group, Pinnacle Wealth Advisors, Fidelity Investments, and Riversource Distributors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Hunter Shulman is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding a Series 66 credential with approximately one year of industry experience. Prior to joining Morgan Stanley, he worked at Key Wealth Management, The Wolff Company, and CapTrust. Outside of his financial career, he has been involved with the Arizona Cardinals Football Club for three years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Kevin Hansen Jr. is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2009. Based in Sun City West, AZ, Hansen has spent the majority of his career at this firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

James Clark is a financial advisor with Morgan Stanley in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Citigroup Global Markets from 1996 to 2009 and Morgan Stanley Smith Barney since 2009, transitioning to Morgan Stanley Private Bank, National Association in 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and firm-approved analytical tools.

Deborah Friedman is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes roles at Securities America, TD Ameritrade, and UBS Financial Services. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by advanced tools and offers both discretionary and advisor-managed strategies.

Jason Kunz is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 24 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2014. Outside of his advisory role, he serves as an officer for Anasazi Investment Group and Kunz Wealth Management LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools to align recommendations with client goals, and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.